Tax Changes: How Will It Impact Debt & Hybrid Funds? | The Mutual Fund Show

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  • Опубліковано 22 лис 2024

КОМЕНТАРІ • 25

  • @mbnesbitt
    @mbnesbitt 3 місяці тому +18

    Start early with diversified investments in Bitcoin, stocks, bonds, and real estate. Maximize contributions to tax-advantaged accounts like 401(k)s and IRAs. Regularly review and adjust your strategy to ensure security.

    • @hamzahamza-bz3rf
      @hamzahamza-bz3rf 3 місяці тому +1

      I feel sympathy for our country, low income people are now suffering to survive yet inflation and recession keep increasing daily, many families can't even enhance the good cost of living anymore. You've helped me a lot Sir Brian! Imagine I invested $50,000 and received $190,500 after 14 days

    • @vanillatgif
      @vanillatgif 3 місяці тому +1

      Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.

    • @ufuksenol2005
      @ufuksenol2005 3 місяці тому

      Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.

    • @PineHosting
      @PineHosting 3 місяці тому

      Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things

    • @whitefearlytales
      @whitefearlytales 3 місяці тому

      Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

  • @AjitJoshi686
    @AjitJoshi686 2 місяці тому +1

    20:42 wrong advice the sectoral funds should be short term call. Ideally he should sell this and invest in balance funds / diversified equity funds considering he is 61

  • @bharatshah8696
    @bharatshah8696 2 місяці тому +1

    Can you please clarify on taxation of investment made in debt funds before 31/3/24

    • @tardepralhad
      @tardepralhad 2 місяці тому

      Below Y years Slab rate above 2 years it will be LTCG

  • @georgekurien2591
    @georgekurien2591 3 місяці тому +1

    Is there a possibility that arbitrage will in future get taxed as debt. Possibly after people to get into hybrid funds the tax rules (classification of arbitrage) could change with 'retrospective' effect. Case in point, what happened in 2024 to LTCG on debt funds purchased before 31.3.2023 and were 'grandfathered' last year!

  • @002nrv
    @002nrv 3 місяці тому +1

    Santosh looks like actor Imran khan with white hairs 😂

  • @adas19581024
    @adas19581024 3 місяці тому

    These people dont say that debt funds can also be risky depending on what papers funds hold

  • @watersanitationhygiene
    @watersanitationhygiene 3 місяці тому

    More risk more profit. Why do people go for debt funds

    • @Jyyo
      @Jyyo 3 місяці тому +5

      It’s “personal” finance.
      Emphasis is on personal

    • @kaushtubrawat8223
      @kaushtubrawat8223 3 місяці тому +7

      bro doesn't understand anything about downside risk and principal. Only cares about return numbers.

    • @ProfessorJack_IIM
      @ProfessorJack_IIM 3 місяці тому +3

      What happens when you start investing with half baked knowledge and no experience lol